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Client Specialties: Business Executives, Coronavirus Relief, Educators, Teachers, and Academics, Gen X, Public Service Employees
Quick Bio:
Hello, my name is Chris Reddick, Financial Planner and Owner of Chris Reddick Financial Planning, LLC. I specialize in investment management, retirement planning, and financial planning for professionals in corporate, education, and public service careers. I’m a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. If you are looking for a financial planner that holds you accountable for getting results, I am the one for you!
Client Specialties: Coronavirus Relief, Expatriates, Pro Bono, Real Estate Professionals, Young Professionals
Quick Bio:
I’m Cynthia Meyer, CFA®, CFP®, ChFC®, a real estate investor and financial planner who founded Real Life Planning to mentor a new generation of real estate dreamers. At Real Life Planning, we speak both real estate and financial planning. Whether you’re adding to your properties, listing your place on Airbnb, getting started as a landlord or looking to buy a home overseas, we’ll help you create a realistic plan for your real life goals.
Client Specialties: Christian Faith Based, Coronavirus Relief, Gen Y/Millennials, Self-Employed Individuals, Tax Planning
Quick Bio:
Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.
Client Specialties: Baby Boomers, Coronavirus Relief, Retirement Planning, Tax Planning
Quick Bio:
Aaron Parrish, CFP® is a Greensboro, NC fee-only financial planner. He helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. He meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients.
Client Specialties: Coronavirus Relief, Female Entrepreneurs, Gen Y/Millennials, Single Women, Women Professionals
Quick Bio:
North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women and entrepreneurs dream big and embrace the financial freedom we all deserve. Have you ever found yourself feeling risk averse, or not dreaming big enough for yourself? We want to give you permission to dream in a way that fits your life and passions. Let’s focus on what could be, rather than what is.
Client Specialties: Coronavirus Relief, Gen X, Motorcycle Owners & RV Owners, Tax Planning, Trusts
Quick Bio:
Mike Kurz, CIMA®, CFP®, CAIA, CPWA®
Chief Executive Officer – Financial Planner
Focused on offering Advanced Financial Planning and Investment Advisory Services for a select group of Client Families. Offering a unique Hemispherical Mapping and Scoring Method of client engagement.
Mike has a love of fun on two wheels. You will find him pedaling a bicycle through the city or on the trail if he is not twisting the throttle on the motocross track.
Client Specialties: Business Owners, Coronavirus Relief, Gen X, Military & Veterans, Pro Bono, Retirement Planning
Quick Bio:
I offer comprehensive financial life planning to give your money a plan through life’s big transitions. I love to talk about saving for retirement and want to teach you the ropes, whether you are the employee, employer, or both. I encourage you to get started somewhere, anywhere, and grow into the best financial version of yourself!
Client Specialties: College Planning, Coronavirus Relief, Gen X, Parents, Pro Bono
Quick Bio:
Chuck Donalies, CFP® provides affordable fee-only financial planning services to anyone in need – not just people with millions of dollars. A personal trainer will get you physically fit; Chuck will get you fiscally fit.
Client Specialties: Baby Boomers, Coronavirus Relief, Income Planning, Mid-Career Professionals, Retirement Planning
Quick Bio:
Delivering transparent, scalable and objective investment and financial planning advice to my clients. We apply academic principals to both planning and investment management, creating efficient, sound plans to help our clients live the greatest life they can.
Client Specialties: Coronavirus Relief, Entrepreneurs, Gen X, Medical Professionals, Parents, Pro Bono
Quick Bio:
Hello, I’m Dana, the Founder and CEO of Twin Cities Wealth Strategies, Inc. I started Twin Cities Wealth Strategies to give busy, hard-working, professionals, businesses, and families access to an affordable fee-only financial advisor. By working together to create a comprehensive financial plan, I help my clients clarify their specific goals, discuss their unique values, build and implement distinct strategies, and hold them accountable throughout the process.
Client Specialties: Business Executives, Business Planning, Coronavirus Relief, Established Professionals
Quick Bio:
Daniel M. Yerger, MBA, CFP®, ChFC®, AIF®, CDFA® is the First & Only Fee-Only Financial Planner in Longmont, CO. An Army Veteran and Longmont Local, Daniel specializes in financial planning for business owners, executives, and skilled professionals. MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses attract and retain top talent through executive compensation planning.
Client Specialties: Baby Boomers, Christian Faith Based, Coronavirus Relief, Non-Profits & Private Foundations, Public Service Employees
Quick Bio:
This began with a Savings & Loan Association. This organization offered a full range of financial services to its members. As time proceeded, I specialized in the area of investments. I worked in this field for 31 years. And during those years, the S&L was taken over by three different banks. In 2018 I left the last of the banks, US Bank and began to my own firm.
From the Blog
March 31, 2023 
Gift Tax: What Is It And How Does It Work?
Good Financial Reads: 4 Key Tax Planning Insights From Financial Advisors
Gift Tax: What Is It And How Does It Work?
by Alvin Carlos, District Capital Management
Gift tax is a commonly misunderstood tax. Many people feel that if they receive money as a gift, they will need to pay the IRS part of that gift in the form of gift tax. This is actually not usually the case. Not only does the gift receiver not have to pay gift tax, more often than not, the gift giver also does not have to pay tax. In this blog, we will explain gift tax, who has to pay it and when they have to pay it.
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Disclosure
The advisor profiles made available through this find-an-advisor directory (the “Directory”) may be considered to be an endorsement of such advisors as the term “endorsement” is defined in Rule 206(4)-1 of the Investment Advisers Act of 1940 (the “Marketing Rule”). XY Planning Network LLC (“XYPN”) is not a current client of any advisors appearing in the Directory.
The existence and content of an advisor profile is not based on the actual experience of XYPN or any client with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Advisors appearing in the Directory each pay an annual membership fee to XYPN, which is in consideration of a variety of services and benefits provided by XYPN to its advisor members – including the ability to be listed in the Directory. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation.
XYPN encourages prospective clients of advisors listed in the Directory to independently evaluate such advisors based on additional criteria deemed appropriate.
